Peapack-Gladstone Financial Corp’s iShares US Real Estate ETF IYR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,956
Closed -$266K 702
2024
Q1
$266K Hold
2,956
﹤0.01% 590
2023
Q4
$270K Hold
2,956
﹤0.01% 585
2023
Q3
$231K Hold
2,956
﹤0.01% 603
2023
Q2
$256K Sell
2,956
-135
-4% -$11.7K ﹤0.01% 599
2023
Q1
$262K Hold
3,091
0.01% 585
2022
Q4
$260K Hold
3,091
0.01% 573
2022
Q3
$252K Hold
3,091
0.01% 575
2022
Q2
$284K Hold
3,091
0.01% 521
2022
Q1
$335K Hold
3,091
0.01% 539
2021
Q4
$359K Hold
3,091
0.01% 528
2021
Q3
$316K Hold
3,091
0.01% 537
2021
Q2
$315K Buy
+3,091
New +$315K 0.01% 503
2020
Q1
Sell
-2,790
Closed -$260K 376
2019
Q4
$260K Sell
2,790
-1,000
-26% -$93.2K 0.01% 314
2019
Q3
$355K Sell
3,790
-200
-5% -$18.7K 0.02% 287
2019
Q2
$348K Sell
3,990
-1,000
-20% -$87.2K 0.02% 289
2019
Q1
$434K Hold
4,990
0.02% 256
2018
Q4
$374K Hold
4,990
0.02% 259
2018
Q3
$399K Hold
4,990
0.02% 254
2018
Q2
$402K Hold
4,990
0.02% 252
2018
Q1
$377K Sell
4,990
-480
-9% -$36.2K 0.02% 264
2017
Q4
$443K Sell
5,470
-1,065
-16% -$86.3K 0.02% 243
2017
Q3
$522K Hold
6,535
0.03% 219
2017
Q2
$521K Hold
6,535
0.03% 216
2017
Q1
$513K Sell
6,535
-345
-5% -$27.1K 0.03% 218
2016
Q4
$529K Buy
6,880
+1,450
+27% +$112K 0.03% 200
2016
Q3
$438K Buy
5,430
+1,000
+23% +$80.6K 0.03% 217
2016
Q2
$365K Buy
4,430
+175
+4% +$14.4K 0.03% 237
2016
Q1
$331K Hold
4,255
0.02% 248
2015
Q4
$319K Sell
4,255
-500
-11% -$37.5K 0.02% 264
2015
Q3
$337K Hold
4,755
0.03% 245
2015
Q2
$339K Hold
4,755
0.02% 254
2015
Q1
$377K Buy
4,755
+2,000
+73% +$159K 0.03% 246
2014
Q4
$212K Buy
+2,755
New +$212K 0.01% 292
2013
Q3
Sell
-3,901
Closed -$259K 285
2013
Q2
$259K Buy
+3,901
New +$259K 0.02% 250